The Salesforce alternative for teams under 100

Salesforce is built for enterprises with admins, consultants and six-figure budgets. Company OS gives small teams the same firepower — pipeline, forecasts, automations, AI — without the Lightning learning curve or the Trailhead certifications.

Why teams switch to Company OS

Live in 10 minutes, not 6 months

No admins. No consultants. Import your contacts, set your pipeline stages, done.

One per-seat price

Salesforce charges separately for Sales Cloud, Service Cloud, Marketing Cloud and CPQ. Company OS includes CRM, contracts, invoicing, projects and HR in one.

AI that closes deals

The Agents score leads, draft follow-ups, summarize calls and surface stuck opportunities — without you wiring Einstein.

Company OS vs Salesforce

FeatureCompany OSSalesforce
Pipeline & forecastingYesYes
Email & meeting trackingYesYes
Contracts & e-signingYesAdd-on
Invoicing & billingYesCPQ add-on
Projects & deliveryYesNo
Built-in AI agentsYesEinstein add-on
Setup timeMinutesMonths
Admin certifications requiredNoYes

Frequently asked

Is this really a Salesforce-grade CRM?

For teams under 100, yes — pipeline, forecasts, lead scoring, email integration, automations. We don't try to compete with Salesforce at 10,000-user enterprises.

Can I migrate from Salesforce?

Yes. Export your Accounts, Contacts, Opportunities and Activities, then use The Setup to map them into The Clients. Custom fields and pipeline stages migrate too.

What about Slack? Salesforce owns it.

We integrate deeply with Slack — read-only context into The Brain, posting from The Agents — without you needing to live inside the Salesforce ecosystem.

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